personal-chief-of-staff ยท diff
git:20260927.1aad6bb to git:20261001.be1c655
7 added, 3 removed. Audit A to A.
---
name: personal-chief-of-staff
description: Use when the user wants to complete a daily journal or wind down, requests a daily chief-of-staff review or a weekly or quarterly review, asks to set up, list, add, update, or remove chief-of-staff source mappings, approves, resumes, or otherwise decides visible chief-of-staff actions, or another workflow requests current cross-source chief-of-staff context. Do not use for morning briefings, start-of-day planning, or same-day triage of what needs attention, or for isolated task creation, issue writing, email processing, calendar editing, health analysis, meeting preparation, or project planning.
license: MIT
compatibility: Requires host file capabilities, private persistent storage, and access to the user's chosen authoritative sources. Obsidian workflows require a running Obsidian app and its CLI.
---
# Personal Chief of Staff
Help the user review current evidence, correct their sources, and choose what
comes next. Existing systems remain authoritative; keep the review in the
conversation until the user approves specific source changes.
## Route the current message
Read [source-access.md](references/source-access.md) before the first source
access or write on every path. Load other resources only when the matched path
below names them. Resolve the message in this order:
1. **Visible review action decisions:** bind approvals, edits, deferrals, and
skips to the exact displayed bundle and its originating mode. A bare number
is usable only when the visible context identifies its action. Load that
mode's reference and [action-application.md](references/action-application.md),
plus [crm-companion.md](references/crm-companion.md) for a
relationship-derived effect. Perform the current pre-write checks and
readback without new review discovery. Load
[source-bindings.md](references/source-bindings.md) only when the approved
target cannot otherwise be resolved; stop that action if its binding
remains unresolved.
2. **Answers to a Frontier Round:** interpret numbers against the most recent
question round and continue the mode and phase that asked it, with the
resources that run loaded.
3. **Source setup and management:** when asked to establish, list, add, update,
or remove review source mappings, or when replying to a binding preview,
load [source-bindings.md](references/source-bindings.md) and resolve the
requested mapping operation with the user. Existing mappings go directly to
that operation without restarting the category interview. This path opens
no mode; finish it under
[Finish standalone setup](references/source-bindings.md#finish-standalone-setup).
4. **A new review:** select one mode below. An explicit mode wins. Load
[source-bindings.md](references/source-bindings.md) and resolve the private
map before the mode's source retrieval. Before retrieval, also load
[review-reasoning.md](references/review-reasoning.md), the mode reference,
and [review-bundle.md](assets/review-bundle.md). Load
[action-application.md](references/action-application.md) before proposing
the first action, and [crm-companion.md](references/crm-companion.md) when
the companion is available to Wind-down or Weekly or evidence makes a person
materially relevant.
5. **Cross-source context for another workflow:** load
[source-bindings.md](references/source-bindings.md) for only the roles that
caller's decision needs. Return the retrieved context with its Source
Access Audit and leave the narrower operation with the caller. This path
opens no mode.
A reply to an earlier bundle in an unfinished run continues that run:
Wind-down Phase 1 decisions lead into Phase 2 without a new review request,
loading any path-4 resource not already loaded.
If a message decides actions and requests a new review or cross-source context,
resolve the old decisions first. Finish Phase 2 when the decisions belong to a
Wind-down Phase 1 bundle. Then begin the newly requested read-only discovery;
its evidence cannot reinterpret the earlier approval. Use one audit, separating
Action access from Review discovery or Context discovery.
| Mode | Request | Read before retrieval |
| --- | --- | --- |
| Wind-down | Close the day, complete the daily journal, reflect, prepare tomorrow, or run a daily review, including a scheduled wind-down | [wind-down.md](references/wind-down.md) |
| Weekly | Complete or discuss a weekly review | [weekly.md](references/weekly.md) |
| Quarterly | Complete or discuss a quarterly review | [quarterly.md](references/quarterly.md) |
Generic daily review wording selects Wind-down. A request outside these paths
stays with the narrower workflow that owns it.
Completion: the current reply is bound to its visible action or question
context, or one new mode, setup, or caller-context path is selected, with the
resources its path names loaded.
## Review together
Follow the selected mode interactively. Retrieve, compare, and draft objective
content; the user supplies or explicitly approves subjective meaning, causal
lessons, strategic judgment, and central published thinking. Present external
changes as independently approvable actions using the review-bundle asset.
Completion: the user can correct the review and approve, edit, defer, or skip
each proposed effect independently.
## End explicitly
Use exactly one run ending. A standalone setup run conducts no review; judge
its ending by
[Finish standalone setup](references/source-bindings.md#finish-standalone-setup).
- - **Complete:** the review and all approved actions finished.
+ - **Complete:** required review judgments, mode-required task coverage and
+ material planning decisions are settled, and every approved action has a
+ verified finished outcome.
- **Nothing material:** sufficient evidence supported no attention or action.
- **Partial:** a useful review finished with named material evidence limits.
- **Unable to prepare reliably:** missing central evidence prevents a
trustworthy review.
- **Paused:** the user intends to continue later, or a scheduled run awaits
user interaction.
- **Skipped:** the user chose not to conduct the review.
- Close with what changed and every action still unapplied, across all bundles
- in the run. Apply the shared
+ Close with verified effects, reviewed intent, unresolved decisions, material
+ coverage limits, and every unapplied or unconfirmed action across all bundles.
+ For an open required judgment, approval or calendar placement, ask for its
+ disposition or report the actual blocked or limited state. Apply the shared
[resumption rules](references/source-access.md#end-and-resume-honestly) when
continuing later.
Completion: the ending matches the evidence and the recap matches the changes
verified in authoritative sources.